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Fidelity Value Factor ETF
FVAL

Overview Fund Activity

69 hedge funds and large institutions have $246M invested in Fidelity Value Factor ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 21 reducing their positions, and 12 closing their positions.

Holders
69
Holders Change
-5
Holders Change %
-6.76%
% of All Funds
1.17%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
7
Increased
32
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$50.8M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$25.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19M
4
VC
4
Vicus Capital
Pennsylvania
$3.22M
5
KAS
5
Kestra Advisory Services
Texas
$11M

Top Sellers

1
PWS
1
Paragon Wealth Strategies
Florida
$0
2
CCA
2
Childress Capital Advisors
Texas
$6.89M
3
SA
3
Scarborough Advisors
Maryland
$0
4
LI
4
LVZ Inc
Michigan
$0
5
LPL Financial
5
LPL Financial
California
$2.17M
Name Market Value Shares Shares
Change 		Shares
Change %
BFA
76
Beaumont Financial Advisors
Massachusetts
– – -4,921 Closed
Koshinski Asset Management
77
Koshinski Asset Management
Illinois
– – -2,490 Closed
UBS Group
78
UBS Group
Switzerland
– – -787 Closed
KFS
79
Kelly Financial Services
Massachusetts
– – -154 Closed
DB
80
Dravo Bay
Delaware
– – -50 Closed
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
– – -9 Closed
1 2 3
4